Filed November 4, 2020 (most recent of 2 filings on file)
Total covered: 2 employees
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,299 | $138,386-11.6% | $184,260-33.6% | $80,935+51.1% |
| Participation rate | 76.2% | 83.9%-7.7pp | 86.8%-10.6pp | 67.7%+8.5pp |
| Annual return | 12.37% | 20.02%-7.7pp | 28.84%-16.5pp | 35.66%-23.3pp |
| Employer contribution / active EE | $4,218 | $4,851-13.0% | $6,427-34.4% | $2,757+53.0% |
| Participant deferral / active EE | $2,972 | $7,076-58.0% | $9,133-67.5% | $4,299-30.9% |
| Admin fee / account holder | $8,581 | $10,489-18.2% | $13,898-38.3% | $6,924+23.9% |